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Taylor Barden, Cpwa® Email & Phone Number

Managing Director at Rockefeller Capital Management
Location: Charlotte Metro, United States 4 work roles 1 school
1 work email found @morganstanley.com 1 phone found area 704 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 1 phone

Work email t****@morganstanley.com
Direct phone (704) ***-****
LinkedIn Profile matched
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Current company
Rockefeller Capital Management
Role
Managing Director
Location
Charlotte Metro, United States
Company size
491 employees

Who is Taylor Barden, Cpwa®? Overview

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Quick answer

Taylor Barden, Cpwa® is listed as Managing Director at Rockefeller Capital Management, a with 491 employees, based in Charlotte Metro, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 704, and a matched LinkedIn profile for Taylor Barden, Cpwa®.

Taylor Barden, Cpwa® previously worked as Senior Vice President at Morgan Stanley and Financial Advisor at Ubs. Taylor Barden, Cpwa® holds Bs, Business Administration | Finance from North Carolina State University.

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Email format at Rockefeller Capital Management

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*@morganstanley.com
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AeroLeads found 1 current-domain work email signal for Taylor Barden, Cpwa®. Compare company email patterns before reaching out.

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Profile bio

About Taylor Barden, Cpwa®

Taylor Barden is a Private Advisor and Managing Director at Variant Path Group within the Rockefeller Global Family Office. With over two decades of industry experience, he focuses on helping business owners and entrepreneurs plan and execute successful transition strategies, including full exits, majority or minority sales, or generational transitions.Price, Process, and People––that’s how Taylor defines the business succession process. His team helps clients understand how to maximize their company’s value, prepare their business, leverage Rockefeller Capital Management’s senior investment bankers, and coordinate with clients’ attorneys and accountants to help them orchestrate a successful transaction. After graduating from North Carolina State University, Taylor began a career in wealth wanagement in 2001 with PaineWebber, which was soon after acquired by UBS. In 2007, he joined Morgan Stanley’s wealth management division. Throughout his career, Taylor has expanded his knowledge by earning a Certified Exit Planning Advisor® (CEPA) designation, Certified Investment Management Analyst® (CIMA) designation, Certified Private Wealth Advisor® (CPWA) designation, and by being a member of the Investment Management Consultants Association™ (IMCA). Outside of the office, Taylor enjoys running, coaching baseball, serving on the board of Let Me Run, and spending time with his wife Beth and their children, Oliver, Sullivan, and Harper.NMLS# 1272763

Current workplace

Taylor Barden, Cpwa®'s current company

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Rockefeller Capital Management
Rockefeller Capital Management
Managing Director
Charlotte, NC, US
Website
rockco.com
Employees
491
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Company profile
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4 roles

Taylor Barden, Cpwa® work experience

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Senior Vice President

Morgan Stanley

Exit Planning, Comprehensive Wealth Management, Investment Strategies, Retirement Planning Solutions, Asset Allocation, Stocks, Bonds, Alternative Investments©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html*For more information on the designation(s) listed above, go to https://fa.morganstanley.com/cathey-barden/index.htmThe investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.Asset Allocation does not guarantee a profit or protect against a loss in a declining financial market.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.NMLS#: 1272763

Feb 2007 - Feb 2024

Financial Advisor

Ubs

Financial Advisor

Nov 2001 - Feb 2007
Team & coworkers

Colleagues at Rockefeller Capital Management

Other employees you can reach at rockco.com. View company contacts for 491 employees →

TL Tonya Lee Tonya Lee Colleague at Rockefeller Capital ManagementStamford, Connecticut, United States View → MG Matthew Gruseke Matthew Gruseke Colleague at Rockefeller Capital ManagementNew York City Metropolitan Area, United States View → HH Harper Hicks, Cfp®️ Harper Hicks, Cfp®️ Colleague at Rockefeller Capital ManagementCharlotte Metro, United States View → HB Hayden Burns Hayden Burns Colleague at Rockefeller Capital ManagementAtlanta, Georgia, United States View → SP Subhankar Panigrahi Subhankar Panigrahi Colleague at Rockefeller Capital ManagementNew York, United States View → DW Diane Wang Diane Wang Colleague at Rockefeller Capital ManagementAmsterdam, North Holland, Netherlands View → GA Gavin Abrams, Cfp® Gavin Abrams, Cfp® Colleague at Rockefeller Capital ManagementNew York, United States View → GM Glenn Mealey Glenn Mealey Colleague at Rockefeller Capital ManagementSugar Land, Texas, United States View → AP Ainsley Parkerson Ainsley Parkerson Colleague at Rockefeller Capital ManagementCharlotte, North Carolina, United States View → MD Maya Danylyszyn Maya Danylyszyn Colleague at Rockefeller Capital ManagementNew York, United States View →
1 education record

Taylor Barden, Cpwa® education

  • North Carolina State University
    North Carolina State University
    Business Administration | Finance
FAQ

Frequently asked questions about Taylor Barden, Cpwa®

Quick answers generated from the profile data available on this page.

What company does Taylor Barden, Cpwa® work for?

Taylor Barden, Cpwa® works for Rockefeller Capital Management.

What is Taylor Barden, Cpwa®'s role at Rockefeller Capital Management?

Taylor Barden, Cpwa® is listed as Managing Director at Rockefeller Capital Management.

What is Taylor Barden, Cpwa®'s email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Taylor Barden, Cpwa® at Rockefeller Capital Management.

What is Taylor Barden, Cpwa®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 704 for Taylor Barden, Cpwa® at Rockefeller Capital Management.

Where is Taylor Barden, Cpwa® based?

Taylor Barden, Cpwa® is based in Charlotte Metro, United States while working with Rockefeller Capital Management.

What companies has Taylor Barden, Cpwa® worked for?

Taylor Barden, Cpwa® has worked for Rockefeller Capital Management, Morgan Stanley, and Ubs.

Who are Taylor Barden, Cpwa®'s colleagues at Rockefeller Capital Management?

Taylor Barden, Cpwa®'s colleagues at Rockefeller Capital Management include Tonya Lee, Matthew Gruseke, Harper Hicks, Cfp®️, Hayden Burns, and Subhankar Panigrahi.

How can I contact Taylor Barden, Cpwa®?

You can use AeroLeads to view verified contact signals for Taylor Barden, Cpwa® at Rockefeller Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Taylor Barden, Cpwa® attend?

Taylor Barden, Cpwa® holds Bs, Business Administration | Finance from North Carolina State University.

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